TSG WEALTH MANAGEMENT - Key Persons


Aaron Roques - Managing Director

Job Titles:
  • Managing Director

Alex Lowe

Job Titles:
  • Client Associate

Alexandria Koualczuk

Job Titles:
  • Director of Business Operations

Allen Schreiber

Job Titles:
  • Partner
  • CA Insurance License 0D21223. Resident State: CA
Allen is still holding on to his hoops dreams and runs a dad's basketball league at his kid's school. And as a child he wanted to be a sports agent when he grew up.

Angie Concepcion

Job Titles:
  • Client Associate

Ani Ordookhanian

Job Titles:
  • Director of Branches

Anthony Wright

Job Titles:
  • Registered Client Associate

Ashley Cecala

Job Titles:
  • CA Insurance License 0G81090. Resident State: CA
  • Senior Registered Client Associate
Ashley enjoys fishing and her most memorable catch was on her first fishing trip and caught a 23lb yellowtail.

August DeAngelo - VP

Job Titles:
  • Vice President

Blake Rivera - VP

Job Titles:
  • Vice President

Brian Borst - CEO

Job Titles:
  • Chief Executive Officer
Brian Borst is the Chief Executive Officer (CEO) of TSG Wealth Management. Brian joined TSG with the goal of growing and solidifying TSG's position as one of the best wealth management practices in the country.

Brian Cheney

Job Titles:
  • Director of Trading

Brittany Clarkson

Job Titles:
  • Client Associate

Brittany Taylor

Job Titles:
  • Senior Registered Client Associate

Brock Wilson - VP

Job Titles:
  • Vice President
Brock Wilson is a Vice President of TSG Wealth Management and leads the sports wealth management business from the TSG office in Las Vegas. Prior to joining TSG, Brock served in various advisory roles with banks and boutique advisors in Asia and the US where he specialized in core portfolio management and alternative investments.

Butch Safyurtlu - Managing Director

Job Titles:
  • Managing Director

Caitlyn Jimenez

Job Titles:
  • Client Associate

Chris Heckenkamp

Job Titles:
  • Registered Client Associate

Darlin Rivera

Job Titles:
  • Senior Registered Client Associate

Delia Modica

Job Titles:
  • Client Associate

Dick Greco - Managing Director

Job Titles:
  • Managing Director

Fenja Keller - VP

Job Titles:
  • Vice President
Fenja Keller lives in Sherman Oaks with her fiancée, Lane. They're both transplants to California and enjoy everything the Golden State has to offer. They swim, surf and play volleyball at the beach during the summer and hike & bike the southern California mountains. In the winter they love snowboarding in Big Bear or Mammoth and holiday gatherings with family and friends. Fenja Keller's athletic pursuits include numerous marathons, half-marathons and triathlons in addition to countless 5K & 10K charity obstacle races for causes such as TACA (Talk About Curing Autism), the YMCA and the Wounded Warrior Project. She and her fiancée volunteer with at their local animal shelters and are actively involved in the community with their local home owners' association and neighborhood council. She is involved with Wells Fargo Advisors Networks such as The Women's Network, the Native Peoples of California, the Black/African American Connection CA, as well as PRIDE LA. She is a proud supporter of GLAAD, the Sea Shepherd Conservation Society and the ASPCA. Her favorite quotes are "Never confuse having a career with having a life" and "When it snows you have two choices: shovel or make angels."

Freeman Welch - Managing Director

Job Titles:
  • Managing Director

Glenn Jaffe - Managing Director

Job Titles:
  • Managing Director

Gregory Morgan - Managing Director

Job Titles:
  • Financial Advisor
  • Managing Director
Greg has been a financial advisor for more than 25 years. During that time, he has become well known for his ability to build meaningful relationships with his clients that enables them to best prepare for major life events, transitions, challenges and opportunities with confidence. Greg enjoys skiing, hiking and cycling in the nearby Sierra Nevada mountains. Hiking Half Dome, Mt. Whitney and cycling around Lake Tahoe 4 times are some of his proudest accomplishments.

Hailee Horton

Job Titles:
  • Client Associate

Jacquelyn Walker

Job Titles:
  • Senior Client Associate

Jaime Nyssen

Job Titles:
  • Associate
  • Client Associate
Jaime Nyssen joined TSG Wealth Management in 2018 as a Client Associate. She enjoys helping clients with their day-to-day transactions and providing outstanding customer service. Jaime graduated from California State University, Long Beach in 1999 with a Bachelor's degree in Sociology. After graduating college, Jaime was a Special Education Teacher for over six years. She specialized in working with children with Autism.

Jana Bailey

Job Titles:
  • Administrator
  • Employee Advancement Administrator

Jodie Umehira - VP

Job Titles:
  • Vice President

Joe Addy - Managing Director

Job Titles:
  • Managing Director

Joe Da Silva - Managing Director

Job Titles:
  • Financial Advisor
  • Managing Director
Joe Da Silva has been a financial advisor for over 38 years. He began his career at E.F. Hutton in the downtown Long Beach office in January 1981. He warmly remembers that day because the first person he met was Warren Schulten. Joining TSG Wealth Management in the 4th quarter of his career has brought him great joy as he reunited with old colleagues.

John C. Hadley - VP

Job Titles:
  • Vice President

John Heckenkamp - Managing Director

Job Titles:
  • Managing Director

John Szymura - VP

Job Titles:
  • First Vice President
  • CA License 0H91470. Resident State: CA
John has trained German Shepherds for the last decade. He was invited to attend a private class by chance with his rescued German Shepherd Luna and was hooked from day one. Over the years he has helped numerous private GSD owners in the development of the breed's obedience, tracking, and protection capabilities.

Jonathan Cheadle

Job Titles:
  • Client Associate

Joshua Turley - Managing Director

Job Titles:
  • Managing Director

Kayde Lin

Job Titles:
  • Client Associate

Kayla Hibbs

Job Titles:
  • Client Associate

Lilia Cebotari

Job Titles:
  • Client Associate

Lori Zorn - VP

Job Titles:
  • First Vice President
Prior to starting her career in finance in 1999, Lori was an illustrator and clothing designer in NYC for 15 years after graduating college. She was also nationally ranked in fitness competitions when she retired in 2013 from competing.

Mark Schulten - CEO

Job Titles:
  • Managing Partner

Mark Thornburg - Managing Director

Job Titles:
  • Managing Director
  • Managing Director and Financial Advisor With
Mark Thornburg is a Managing Director and Financial Advisor with TSG Wealth Management. Mark earned his Bachelor of Science degree in Business Management and Economics from Brigham Young University.

Melissa Balboa

Job Titles:
  • Client Associate
Melissa Balboa is a Client Associate at TSG Wealth Management with over 15 years of experience in the financial space. Prior to joining TSG in December 2021, Melissa had a 15 year career at Wells Fargo Bank* with her most recent role as a Service Manager. In her position as a Service Manager she was responsible for a wide range of tasks including sales, client service and compliance.

Merlin Micken - VP

Job Titles:
  • First Vice President

Michael W. Jennings - Managing Director

Job Titles:
  • Managing Director

Robi Welch

Job Titles:
  • Client Associate

Sam Kagan - Managing Director

Job Titles:
  • Managing Director

Scott Coffeen - Managing Director

Job Titles:
  • Managing Director

Steve Masoner - Managing Director

Job Titles:
  • Managing Director

Thomas Hammann - Managing Director

Job Titles:
  • Managing Director

Todd Buchner - Managing Director

Job Titles:
  • Managing Director

Tyler Chernack - VP

Job Titles:
  • Vice President

Warren Schulten - Founder

Job Titles:
  • Founder

Yvette Zepeda

Job Titles:
  • Senior Registered Client Associate